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Lombard Street Partners, LLC (San Francisco)


Lombard Street Partners, LLC is an adviser based in San Francisco. It manages $6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Lombard Street Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lombard Street Partners: assets under management

The assets under management (AUM) of Lombard Street Partners, LLC is $6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lombard Street Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Lombard Street Partners, LLC performs its advisory services is located at One Market Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 293-8588 or by fax (415) 727-4300. The normal business hours are 6:30 a.m. - 5:00 p.m. on Monday - Friday.


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